The smartest way to find the perfect money management advisor

In minutes, our AI creates your free personalized plan and connects you with a vetted advisor - saving you hours of research.

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Trusted by leading financial institutions

What you’ll get from your Finimpact plan

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Make your budgeting smarterSee all your accounts, goals, and action items in one real-time dashboard that makes budgeting part of a bigger financial picture

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Turn your budget into a growth planUse personalized insights and smart AI recommendations to grow savings and make better money decisions, not just track them

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Free your budget from debtLower your interest rates, consolidate payments, and keep your budget balanced with more money left over each month

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Plan what budgeting can’tGet tailored guidance on taxes, retirement, and insurance - the bigger picture that makes your budget truly work for you

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See what your money could really do for you

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Simple, smart, built for you

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Start with a questionnaireTell us about your goals and where you’re starting from.

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Get your personalized planOur AI creates a financial roadmap tailored to your life.

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Connect with an expert advisorWant extra guidance? Talk to a trusted human advisor that will help you turn your plan into reality.

Whatever your goals are, we’re here with you

From a new job to retirement savings, life’s full of big goals. Our AI-powered planning tool helps you move toward each one clearly and confidently.

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See what your money could really do for you

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Trusted by more than 150,000 American households

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AI-powered financial planning for real life

100% free and personalized for you

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This isn’t just advice. It’s a plan you can follow.

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Tailored to youGet a plan that fits your income, goals, and life stage

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CFP® guidance when you need itTalk to an expert anytime to help bring your plan to life

Updates in real-timeYour plan adjusts as your financial situation changes

Secure and privateBank-level security and total privacy, always

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The right kind of expert: when you’re ready for one

Smiling business executive portrait — Financial plannersWork on day-to-day goals, get out of debt, set milestones, and prioritize what really matters to you.

Smiling woman portrait — Financial advisorSet up investment plans and strategies, retirement, or growing your wealth over time.